Managing closed bills and invoices

AccountingFront Office OperationsFinanceMews Operations

After a bill has been closed or an invoice has been issued, you can:

  • Send a copy to multiple email addressesimage.png
  • Export it and download as an Excel file image.png
  • Print a copy of the bill or invoice image.png
  • Create a rebate if you need to correct the bill image.png
Note: This button is visible only to users whom you assign the "Rebates items" permission. You can learn more about setting permissions here. 
  • Reassign the bill to a company, if it's currently assigned to a customer, or a customer, if it's currently assigned to a company 
image.png
 

Note: You cannot create bills or invoices with a date in the past, or change their date if you need to, you have to use an external accounting system for this.
 

To find a closed bill or invoice, you can:

  • Find it in the Bills and invoices report.

  1. Go to the main menu Screenshot_2.png > Finance > Bills and invoices.
  2. Filter the report by, Closed date for bills, and Invoice due date or Invoice paid date for invoices.
  3. Click View report.

Search for the bill or invoice with the unique number assigned to it by typing in the Mews search bar.


You can learn more about how to correct closed bills with rebates here.

 

Was this article helpful?
01



Feedback